What are the responsibilities and job description for the Financial Representative position at Modern Woodmen of America?
Company Description
Modern Woodmen of America, located in Auburn, ME, is a fraternal benefit society that offers financial services, member benefits, and community impact initiatives to improve the quality of life for members and their hometown communities. With a focus on financial security, quality family life, and community improvement, Modern Woodmen has been serving families and communities since 1883. The organization's representatives serve nearly 700,000 members nationwide, making a local impact through volunteer projects and activities.
Role Description
This is a full-time hybrid role for a Financial Representative at Modern Woodmen of America. The Financial Representative will be responsible for financial planning, insurance services, retirement planning, and investments. While the role is primarily located in Auburn, ME, there is flexibility for some remote work.
Qualifications
- Financial Planning and Retirement Planning skills
- Insurance knowledge
- Experience in Finance and Investments
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Certifications such as CFP or ChFC are a plus
- Bachelor's degree in Finance, Accounting, Economics, or related field
